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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,736 | $85,766+11.6% | $136,298-29.8% | $70,126+36.5% |
| Participation rate | 88.6% | 74.2%+14.4pp | 81.9%+6.7pp | 69.5%+19.0pp |
| Annual return | 21.30% | 31.46%-10.2pp | 5156.27%-5135.0pp | 73.15%-51.9pp |
| Employer contribution / active EE | $745 | $2,966-74.9% | $4,696-84.1% | $2,343-68.2% |
| Participant deferral / active EE | $9,592 | $5,051+89.9% | $6,247+53.5% | $3,332+187.9% |
| Admin fee / account holder | $3,826 | $5,421-29.4% | $9,244-58.6% | $4,645-17.6% |